Home
Part II: Raise and Plan Permits
Raise work-order-linked or standalone permits, complete required planning information, and submit them for review.
Choose the Type of Permit to Raise
Choose a work-order-linked or standalone permit, and choose Web or Mobile, based on where the work is tracked and the action available to your role.
Raise a Work-Order-Linked Permit on Mobile
Raise a work-order- or operation-linked permit from Mobile when the action is available to your role, then submit it for review.

Title and Copyright
Copyright and Terms of Use page for iPermits.
Preface
Use this guide according to your role in the Permit-to-Work or JHA lifecycle.
Part I: Understand iPermits
Understand iPermits roles, permissions, lifecycle stages, and the Web and Mobile screens used for each action.
Part II: Raise and Plan Permits
Raise work-order-linked or standalone permits, complete required planning information, and submit them for review.
- Choose the Type of Permit to Raise
  Choose a work-order-linked or standalone permit, and choose Web or Mobile, based on where the work is tracked and the action available to your role.
  - Raise a Work-Order-Linked Permit on Web
    Raise a permit for a work order or selected operations, then submit it for the configured review stage.
  - Raise a Work-Order-Linked Permit on Mobile
    Raise a work-order- or operation-linked permit from Mobile when the action is available to your role, then submit it for review.
  - Raise a Standalone Permit on Web
    Raise a standalone permit for work that may or may not be associated with a work order, then submit it for the standard review and authorization process.
  - Raise a Standalone Permit on Mobile
    Create a permit for externally tracked work from iMaintenance mobile.
  - Link a Standalone Permit to a Work Order
    Link a standalone permit when the work later becomes associated with an iMaintenance work order.
  - Copy a Permit on Web
    Create a new Draft permit from an existing permit, reusing its PPE, checklists, and eligible authored questions instead of starting from scratch.
  - Copy a Permit on Mobile
    Create a new Draft permit from an existing permit, reusing its PPE, checklists, and eligible authored questions instead of starting from scratch.
  - Request Permit Reversion on Web
    Request reversion after submission when the permit must return to the requester for correction.
  - Request Permit Reversion on Mobile
    Request a reversion from the mobile application if details were missed when submitting a permit for review.
Part III: Review and Prepare Permits
Review, authorize, validate, issue, hold, resume, or reject permits according to the active lifecycle role.
Part IV: Execute and Close Permits
Acknowledge and execute permitted work, complete safety checks, surrender the permit, and close it after completion.
Part V: Create and Manage JHAs
Create a JHA, assign the field team, acknowledge hazards and controls, and approve or return the JHA.
Part VI: Create and Manage Isolations
Create an Isolation Control Certificate (ICC), define the isolation plan, and move the isolation through the required review, approval, isolation, de-isolation, and closure stages.
Part VII: Monitor and Audit
Monitor permit expiry and extensions, review retained evidence, access archives, and resolve execution or synchronization issues.
Part VIII: Design and Configure (Administrator / Template Author)
Design and publish Permit, JHA, and Form templates and configure the list views shown to users.

Raise a Work-Order-Linked Permit on Mobile

Raise a work-order- or operation-linked permit from Mobile when the action is available to your role, then submit it for review.

Role: Permit Requester. Platform: iMaintenance Mobile.

Open Permits in iMaintenance.
Tap the + action and select Raise Permit.
Select the required work order and tap Continue.
Select the applicable operation or operations.
Enable Combined Permit when one permit applies to multiple selected operations, and tap Continue.
Select the required Permit Type.
Enable Consolidated Permit when multiple permit templates must be combined, and tap Continue.
Complete the configured scope, validity, risk, crew, PPE, JHA, hazard, control, form, and attachment fields.
Add or annotate the permit plan.
A permit plan is a drawing, layout, or photo of the work area. To Add Permit Plan:
1. Tap the Permit Overview icon at the top right of the permit screen.
2. tap + Add Attachment.
3. Select Take Photo / Video, Choose from Library, or Upload Documents.
4. To annotate a permit plan, tap the file to open it.
5. Draw, highlight, or add markups using the annotation tools, and save the annotated version.
Figure 1.
Review the permit details.
Tap Submit to raise the permit, or tap Save as Draft to finish it later.

The permit is saved as a draft or submitted to the configured review stage.

Next: The Permit Reviewer owns the next action: review the submitted permit.